Capital Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Capital Advisors Inc

  • $4.86 Billion
  • Q3 2024

A detailed history of Capital Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Advisors Inc holds 33,288 shares of SCHX stock, worth $778,939. This represents 0.05% of its overall portfolio holdings.

Number of Shares
33,288
Previous 32,104 3.69%
Holding current value
$778,939
Previous $2.06 Million 9.51%
% of portfolio
0.05%
Previous 0.04%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$61.11 - $67.85 $72,354 - $80,334
1,184 Added 3.69%
33,288 $2.26 Million
Q2 2024

Jul 31, 2024
BUY
$58.7 - $64.78 $23,362 - $25,782
398 Added 1.26%
32,104 $2.06 Million
Q1 2024

Apr 29, 2024
BUY
$55.41 - $62.08 $238,872 - $267,626
4,311 Added 15.74%
31,706 $1.97 Million
Q4 2023

Jan 29, 2024
SELL
$48.47 - $56.6 $340,356 - $397,445
-7,022 Reduced 20.4%
27,395 $1.55 Million
Q3 2023

Oct 24, 2023
BUY
$50.36 - $54.21 $248,728 - $267,743
4,939 Added 16.75%
34,417 $1.74 Million
Q2 2023

Jul 18, 2023
SELL
$47.67 - $52.37 $29,984 - $32,940
-629 Reduced 2.09%
29,478 $1.54 Million
Q1 2023

Apr 19, 2023
SELL
$44.78 - $49.41 $5,821 - $6,423
-130 Reduced 0.43%
30,107 $1.46 Million
Q4 2022

Jan 17, 2023
BUY
$42.25 - $48.16 $13,477 - $15,363
319 Added 1.07%
30,237 $0
Q3 2022

Oct 17, 2022
SELL
$42.35 - $51.01 $12,577 - $15,149
-297 Reduced 0.98%
29,918 $0
Q2 2022

Jul 15, 2022
BUY
$43.35 - $54.51 $86,873 - $109,238
2,004 Added 7.1%
30,215 $1.35 Million
Q1 2022

May 05, 2022
BUY
$49.51 - $57.27 $650,610 - $752,585
13,141 Added 87.2%
28,211 $1.52 Million
Q4 2021

Jan 27, 2022
BUY
$51.9 - $57.29 $89,164 - $98,424
1,718 Added 12.87%
15,070 $0
Q3 2021

Oct 25, 2021
BUY
$51.52 - $54.94 $33,539 - $35,765
651 Added 5.13%
13,352 $1.39 Million
Q2 2021

Aug 02, 2021
SELL
$48.62 - $52.01 $17,989 - $19,243
-370 Reduced 2.83%
12,701 $1.32 Million
Q1 2021

May 25, 2021
BUY
$44.9 - $48.34 $71,750 - $77,247
1,598 Added 13.93%
13,071 $1.26 Million
Q4 2020

Feb 08, 2021
BUY
$39.35 - $45.48 $3,974 - $4,593
101 Added 0.89%
11,473 $0
Q3 2020

Nov 02, 2020
BUY
$37.26 - $43.03 $1,341 - $1,549
36 Added 0.32%
11,372 $0
Q2 2020

Aug 07, 2020
SELL
$29.25 - $38.76 $329,940 - $437,212
-11,280 Reduced 49.88%
11,336 $910,000
Q1 2020

May 21, 2020
BUY
$26.61 - $40.52 $601,811 - $916,400
22,616 New
22,616 $0
Q1 2019

May 10, 2019
SELL
N/A
-4,297 Closed
0 $0
Q4 2018

Feb 06, 2019
BUY
N/A
4,297 New
4,297 $0

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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